Waldron Private Wealth LLC's ownership history for XLE

Waldron Private Wealth LLC currently holds 58.9K shares with a market value of $3.6M. It started holding XLE on 2024-09-30. At its peak, it held 59.0K shares on 2025-12-31. Its highest holding value was $3.6M on 2026-03-31. At its lowest, it held 27.7K shares on 2025-03-31, with a value of $2.4M on 2024-12-31. In the recent 180 days, Waldron Private Wealth LLC has increased its shares by 29.4K. In the recent year, Waldron Private Wealth LLC has increased its shares by 31.2K.